Planswell vs SQRL

Building free, unbiased financial plans in under 3 minutes

Planswell is a free financial planning company. Grow your wealth. Manage your borrowing. Protect your assets.

Almost no one knows what to do on a monthly basis to maintain their lifestyle. Most will experience a significant lifestyle decline when they put their kids through school, when they retire, or because of something unexpected.

Your financial plan will give you clear recommendations to optimize your investments, mortgage and insurance. People will wonder how you got so smart.

Planswell builds you a free plan that ties investments, insurance and mortgages so you can maintain your lifestyle throughout work and retirement.

Location: Toronto, Canada

The only way to invest in your physical and financial wellbeing in one place.

Growing healthcare costs are being displaced onto consumers. Saving is out of reach for most Americans with over 60% with less than $1000 in savings and 34% with nothing saved. Financial stress is a significant contributor to poorer health which in turn promotes poor decision making that further compounds stress – becoming a vicious cycle.

Health and wealth are intrinsically intertwined. SQRL is a holistic wellness product that allows user to build up a habit of walking 10k steps a day and fund their own savings with every step. You fund your savings from your checking account into your own savings account. We move the funds at the end of each week based on your activity.

Employers can further incentivize employees with SQRL by paying out cash each time an employee hits 10k steps / day. Our turnkey solution takes care of setup, onboarding, automated payouts and we provide a real-time dashboard for the benefits administrator to keep track of user engagement and behavior change.

SQRL takes a non-judgemental approach to wellness, accepting everyone as they are and encouraging people to find their best selves through the power of positive reinforcement.

Location: Ashburn, United States